See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,887 | $121,625-78.7% | $104,607-75.3% | $158,922-83.7% |
| Participation rate | 84.6% | 77.5%+7.1pp | 74.1%+10.5pp | 82.0%+2.7pp |
| Annual return | 8.22% | 465.26%-457.0pp | 340.46%-332.2pp | 302.83%-294.6pp |
| Employer contribution / active EE | $1,720 | $3,163-45.6% | $2,681-35.8% | $4,761-63.9% |
| Participant deferral / active EE | $1,984 | $4,177-52.5% | $3,740-47.0% | $5,982-66.8% |
| Admin fee / account holder | $7,217 | $7,787-7.3% | $6,473+11.5% | $11,246-35.8% |